One or two accounts?

I own my own small business and I am also a sales rep with a manufacturer.  Should I have two insightly accounts, or can I use one and tag them to differentiate where the lead comes from?  Ronda

0

Comments

5 comments
  • Hi Ronda,

    Both options will work. You can add a Tag to all Leads that come through your account however that can be confusing if you miss one. You may want to register a separate free account for your small business.

    0
    Comment actions Permalink
  • What is the free account for? It does not have much important features... so here 'free' is sort of tricky:)

    0
    Comment actions Permalink
  • Hi Tomasz,

    Our free accounts offer most of the same features as the paid plans with some limitations. You can see an overview here.

    Was there something in particular you felt was missing?

    0
    Comment actions Permalink
  • Hi Rhonda,

    Another option might be to set up a custom field for the source of your lead and filter by that field. The reason I would recommend a custom field here is because when you set up a filter, you have more flexibility to search and work withing that specific set of leads. 

    I love tags and use them frequently but I suspect that you want to work with one group of leads at a time and this will help you do that. 

    You can learn more about custom fields vs. tags here. I hope this helps!

    0
    Comment actions Permalink
  • Hi Ronda,

    Please refer to this Post for more information.

    Thank you,

    Micah Feldkamp

    0
    Comment actions Permalink

Please sign in to leave a comment.